Filing status
- Accounts due
- 28 February 2027
- Last accounts
- 31 May 2025
- Conf. stmt due
- 7 June 2027
- Last conf. stmt
- 24 May 2026
Egan Roberts Wealth Management Limited
- Incorporated
- 25 May 2022 (4 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Andrew Chaplin
- Owned by
- Helen Claire RobertsAndrew ChaplinKeith Roberts
- Accounts type
- Total exemption full
- Address
- Ground Floor CitygateLongridge RoadPrestonPR2 5BQ
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 25 May 2022
British
Born November 1959
Chaplin, Andrew
Director · Appointed 25 May 2022
British
Born March 1975 (51)
Ownership 3 active
People and entities with significant control, from the Companies House PSC register
Helen Claire Roberts
Individual · Notified 2 April 2026
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born January 1966 (60)
Andrew Chaplin
Individual · Notified 25 May 2022
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born March 1975 (51)
British
Born November 1959
Former controllers (1)
1 April 2026
Ceased Helen Claire Roberts — Owns 25–50% of shares
Financials
Balance sheet as at 31 May 2025 · total exemption full accounts
- Net Assets
- £14,870
- Cash
- £174,299
- Profit
- £24,462
- Debt Ratio
- 92%
- Current Ratio
- 4.8x
- Return on Equity
- 165%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | |
|---|---|---|---|
| Fixed Assets | £704 | £1,020 | |
| Current Assets | £175,219 | £179,225 | |
| Debtors | £920 | £3 | |
| Cash | £174,299 | £179,222 | |
| Creditors (< 1 year) | £36,758 | £39,539 | £38,418 |
| Creditors (> 1 year) | £124,295 | £124,298 | £134,298 |
| Net Current Assets | £138,461 | £139,686 | |
| Net Assets | £14,870 | £16,408 | |
| Shareholder Funds | £14,870 | £16,408 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 2 September 2026 | Notification of a person with significant control | |||
| 1 September 2026 | Confirmation statement with no updates | 24 May 2026 | ||
| 1 September 2026 | Cessation of a person with significant control |
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